Bulk Card Order Download Instructions

Transcription

1 Bulk Card Order Download Instructions After login into BP Plus Online, to access and download the template: 1. Select the Cards menu, then select Bulk Card Order. 2. Click on to see the Bulk Card Order template. Bulk Card Order Populating the spreadsheet template Tool tips are available for each column within the spreadsheet. The tips provide information on each column. You can view the tips by moving the mouse over the column headings. Elite Learning & Development Team 5 Created September 2010

2 The details of what needs to be populated in each column are as follows: Field a. Account Number is b. Emboss Name (see Valid Value column for characters allowed). c. Reference Number Embossed on your card This is Optional d. Card Type, This is e. PIN required. This is f. Signature required? g. PIN. Optional Maximum Valid Value 10 Note: 01 has been added to the start of the account number as part of the changes to the template 27 alphanumeric (upper and lower case) Full stop. Comma, Apostrophe (Under double quotes on keyboard. NOT character under ~) Forward slash / Dash Left round bracket ( Right round bracket ) Ampersand & Space Tool Tips Select your Customer account number Customer name to be embossed on your card 8 Reference number for your card. Embossed on the card. Vehicle Or Driver Is the card a "Driver" or "Vehicle" card? 1 Y or N Does this card require a PIN number to be input at the 1 Y or N Does this card require a signature to be provided at the 4 Enter a four digit pin number of your choice. Leave blank for a system generated pin number. Only valid if PIN required is set to Y. Elite Learning & Development Team 6 Created September 2010

3 h. egrant. This is optional 1 Indicate whether or not this card is eligible for egrant i. Cost Centre Code j. Pump Control k. Driver Name. l. Driver Id. This is optional m. Vehicle Description. 12 This cost centre will be allocated to your card Value must be either: No Restriction No Unmanned sites Do you want this card to have a restriction that does not allow it to purchase fuel at unmanned BP sites? 27 Mandatory if driver card. Please input the driver name 60 Input a Driver ID against the driver 20 Mandatory if Vehicle Card: Please provide an brief description of the vehicle n. Rego Number. Mandatory if vehicle card. o. Driver ID POS prompt. This is Mandatory p. Vehicle ID POS prompt. q. Odometer POS prompt r. Order Number POS prompt s. Fleet ID POS Prompt. 10 Input the registration number of the vehicle collect the Driver ID as part of the transaction at the Y/N collect the Vehicle ID as part of the transaction at the collect the Odometer Reading from the vehicle as part of the transaction at the collect the Order Number as part of the transaction at the collect the Fleet ID as part of the transaction at the Elite Learning & Development Team 7 Created September 2010

4 t. Product Restriction. This is. u. Time Limit. This is 1A FUEL VM SHP C BG O DNR 1B FUEL O VM C DNR 1C FUEL O SHP C DNR 1D FUEL O VM 1E FUEL O 1F FUEL 1G FUEL O C 2A R 95 U VM SHP C BG O DNR 2B R 95 U VM C DNR 2D R 95 U VM 2E R 95 U O 2F R 95 U 3A D VM SHP C BG O DNR 3B D O VM DNR C 3D D O VM 3E D O 3F D 4A LPG VM SHP C BG O DNR 4B LPG R 95 U O VM DNR C 4D LPG O VM 4E LPG O 4F LPG 5A R 95 U VM SHP C BG O DNR 5B R 95 U VM DNR C 5D R 95 U O VM 5E R 95 U O 5F R 95 U 6B R 95 U LPG VM DNR C 6E LPG O 7 Days, 24 Hours MON-THU,6am-7pm Mon to Fri, 12:30-14:30 Mon-Fri, 24 Hours Mon-Fri, 7AM-7PM Mon-Fri, 9AM-5PM Please assign a Product Restriction code for the card. This will limit what products (Fuel & Non Fuel) that the card can purchase. Please assign any limitations on the time of day the card can be used. If no limitations are desired, please select "7 Days, 24 Hours" Elite Learning & Development Team 8 Created September 2010

5 Mon-Sat, 7AM-7PM Sat to Sun, 24 Hours v. Transaction Purchase Limit Fuel. This is w. Transaction Volume Limit Fuel. This is. x. Transaction Purchase Soft Limit. This is optional $25 limit $50 limit $75 limit $100 Limit $150 Limit $200 Limit No Limit 15 Litres 25 Litres 35 Litres 50 Litres 75 Litres 100 Litres 175 Litres 200 Litres 300 Litres 400 Litres 800 Litres 1000 Litres 1200 Litres 1400 Litres No Limit $200 Limit $500 Limit $1000 Limit $2000 Limit $3000 Limit Please select a transaction purchase (dollar) limit for fuel on the card. If this limit is exceeded, the transaction will decline at the point of sale Please select a fuel litre limit for each transaction. Should this limit be exceeded at the point of sale, the transaction will decline Please select a transaction purchase (dollar) limit. Should this limit be exceeded, it will appear on a customer exception report customer exceptions report. Elite Learning & Development Team 9 Created September 2010

6 Please select a litre limit for each transaction. Should this limit be exceeded, it will appear on a customer exception report. y. Transaction Volume Soft Limit z. Transaction Purchase Soft Limit Non Fuel AA. Daily Volume Soft Limit. This is optional AB. Daily Transaction Soft Limit. This is optional. AC. Monthly Volume Soft Limit AD. Perm Contact Name. This is optional 50 litres 100 litres 200 litres 500 litres 1000 litres 2000 litres $50 Limit $100 Limit $200 Limit $500 Limit $1000 Limit $2000 Limit 100 litres 200 litres 500 litres 1000 litres 2000 litres 1 transaction 2 Transaction 3 Transactions 4 Transactions 5 Transactions 6 Transactions 500 litres 1000 litres 2000 litres 5000 litres litres litres Please set a limit for value of non fuel items allowed as part of a transaction. Should any non fuel items exceed this limit, they will appear on an exception report Select a daily litre limit for the card. If this daily limit is exceeded, it will appear on an exception report Select a limit for the number of transactions allowed in a single day for the card. If this limit be exceeded, the transactions will appear on an exception report. Select a monthly litre limit. Should this limit be exceeded, the transactions will appear on an exception report 50 Enter a Contact Name for the Permanent Card. Elite Learning & Development Team 10 Created September 2010

7 12 Enter a Contact Title AE. Perm Contact Title. This is for the Permanent optional Card Delivery Address AF. Perm Postal Address. This is optional. AG Perm Address Suburb. This is optional AH. Perm Postal Code. This is optional. AI. Perm Address State AJ. Temp Contact Name. This is optional. AK. Temp Contact Title AL. Temp Postal Address. This is optional. AM. Temp Address Suburb. This is optional 200 Enter a Postal Address Name for the Permanent Card. Use Alt+Enter or to separate address lines (200 characters) 20 Enter a Suburb for the Permanent Card 10 Enter a Postcode for the Permanent Card 20 Enter a State for Perm Card Delivery Address 50 Enter a Contact Name for the Temporary Card 12 Enter a Contact Title for the Temporary Card Delivery Address 200 Temporary Card. Use Alt+Enter or to separate address lines 20 Enter a Suburb for the Temporary Card AN. Temp Postal Code. This is optional. AO. Temp Postal State. This is optional. 10 Enter a Postcode for the Temporary Card 20 Enter a State for the Temporary Card Bulk Card Order Upload Instructions Once all required fields are completed, save the file, either to your desktop or a general folder. The file is to be uploaded as a.xls file. Elite Learning & Development Team 11 Created September 2010

8 1. Return to the Bulk Card Order screen. 2. Click on button. 3. Click on, then choose the saved template and click Open. 4. Then click on button. 5. You will receive an confirmation once the template has been successfully uploaded. Note: If there is an error on the template a message will appear on the screen stating Upload error. An will be sent to you with the reasons. Elite Learning & Development Team 12 Created September 2010